RETIREMENT ACCOUNTS SPECIALIST

For the 10th year in a row, LPL Financial Services (LPL) has been named America?s number one independent brokerage firm.  Formed in 1989 through the merger of two small but successful brokerage firms, Linsco and Private Ledger, our firm continues to be an industry leader. Both a pioneer and innovator in the financial services arena, LPL manages over $95 billion in assets through its nationwide network of financial advisors. With dual headquarters in Boston and San Diego, we support over 6,000 financial advisors in more than 3,500 branch offices. The focus of our firm has always been on our advisors and our commitment to help them grow their business. In addition to providing independent research and operational support, LPL also leads the way on the technology front, offering innovative investment platforms that automate time-consuming functions. LPL?s technology streamlines business processes for advisors, freeing up their time to focus on what they do best ? provide sound financial advice and services to their clients. 

 

We are pleased to announce that LPL is opening a third location in Charlotte to better support the continued growth of the company and our advisor population.  We encourage you to consider the following position and the opportunity to contribute to the next phase of growth within our firm.   RETIREMENT ACCOUNTS SPECIALIST

 

Qualifications:

 Excellent verbal communication and customer service skillsAbility to multi-task in a fast paced, team oriented environmentMS Office and Vantive knowledge and experience is preferredMust be a strong team player and have a great attention to detailBA/BS Degree preferred and/or prior related work experience or knowledge of the financial services/securities industry1 ? 2 years of experience in the brokerage, banking, or financial services industry preferredNASD license 7 a plus

 

 Responsibilities:

 Researching and resolving tax reporting issuesProcessing and analyzing retirement account distributionsMeeting daily deadlines in accordance with regulations Working with LPL representatives regarding retirement accountsBuilding relationships with internal departmentsProvide superior customer service to large base of financial advisors

 



We offer an excellent salary and benefits package.  Please submit resume and salary history/requirements via our careers site at: http://www.lpl.com/html/carset.html. EOE